Ranch Capital Advisors’s BlackRock Virginia Muni Bond Trust BHV Stock Holding History

Ranch Capital Advisors’s Portfolio BHV Stock Details BHV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-135	Closed	-$2K	–	197
2021 Q3	$2K	Hold	135	–	–	﹤0.01%	595
2021 Q2	$2K	Hold	135	–	–	﹤0.01%	808
2021 Q1	$2K	Hold	135	–	–	﹤0.01%	798
2020 Q4	$2K	Hold	135	–	–	﹤0.01%	801
2020 Q3	$2K	Hold	135	–	–	﹤0.01%	787
2020 Q2	$2K	Hold	135	–	–	﹤0.01%	821
2020 Q1	$1K	Hold	135	–	–	﹤0.01%	825
2019 Q4	$2K	Buy	+135	New	+$2.27K	﹤0.01%	869

Other funds holding BHV

Intellectus Partners San Francisco, California $578M AUM 49.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

THWM

Taylor Hoffman Wealth Management Richmond, Virginia $245M AUM 26.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CWP

Concord Wealth Partners Abingdon, Virginia $873M AUM 24.02% 1-Year Est. Return

SSB

Sandy Spring Bank Olney, Maryland $2.38B AUM 8.14% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Ranch Capital Advisors's BHV Position: Q4 2021 in Review

Ranch Capital Advisors sold out of BlackRock Virginia Muni Bond Trust (BHV) in Q4 2021, closing a stake of 135 shares — an estimated $2K sold.

Ranch Capital Advisors first reported a position in BHV in Q4 2019 and held it in 8 quarters. The position peaked at $2K in Q3 2021. 13 funds tracked by Wall St. Rank hold BHV as of Q4 2021.

Ranch Capital Advisors reported no remaining BlackRock Virginia Muni Bond Trust position as of Q4 2021 after selling out during the quarter.
Ranch Capital Advisors sold 135 BlackRock Virginia Muni Bond Trust shares in Q4 2021, an estimated $2K.
Ranch Capital Advisors first reported a position in BlackRock Virginia Muni Bond Trust in Q4 2019 and held it in 8 quarters.
Ranch Capital Advisors's BlackRock Virginia Muni Bond Trust position peaked at $2K in Q3 2021.
13 funds tracked by Wall St. Rank held BlackRock Virginia Muni Bond Trust as of Q4 2021.

Based on Ranch Capital Advisors's 13F filing for Q4 2021, filed 8 Feb 2022.